Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 01-23-2024 | 12-31-2023 | 100 | 343,022,917 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 101 | $305,868 | 1,795 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AT&T INC | COM | 102 | $305,329 | 18,196 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BRITISH AMERN TOB PLC | SPONSORED ADR | 103 | $291,699 | 9,959 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LINDE PLC | SHS | 104 | $289,551 | 705 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |